Business Valuation Services

Banister Financial’s experts prepare business valuations for a multitude of reasons including:

Divorce & Dispute Business Valuations

> divorce (equitable distribution)
> active and passive appreciation of value in divorce (marital versus separate property components)
> shareholder disputes and litigation regarding business valuation of companies and their interests
> redemption of shares/member interests under buy-sell agreement provisions
> court appointed business valuations in divorces, disputes
> critiques (reviews) of other business valuation reports
> consulting to prepare to depose or cross-examine business valuation experts
> rebuttal testimony regarding faulty business valuation conclusions or analyses by other appraisers
> mediation, binding arbitration

Estate/Gift, Tax Related Business Valuations

> estate, gifting of shares or interests in private companies, partnerships and LLCs
> interests in investment corporations, limited partnerships, and LLCs (with real estate, marketable securities or closely-held common stock) for estate, gift and related planning
> non-voting stock values or gifting, estate purposes
> buy-sell and shareholder/operating agreements- for buy-back of shares/interests or for use when drafting new formula provisions
> blockage discounts of publicly traded shares- impact of block size/illiquidity on value.
> restricted public stock- valuation of shares, taking into account the impact of restrictions
> incentive stock options and stock grants for financial reporting, taxation purposes
> conversion of C-corporation to subchapter-S status
> preferred stock recapitalizations
> review of business valuations (prepared by other firms) being challenged by the IRS in gifts/estates. Review of business valuations prepared by the IRS.
> valuation of notes receivable which may be difficult to collect or are at above/below market interest rates

Health Care Related Business Valuations

> medical, dental and similar practices for disputes, divorce
> acquisitions/sale by health care institutions of health practices and entities for buyers, sellers, regulatory compliance
> physician, dentist and orthodontist buy-in, buy-outs and other business valuation needs
> joint ventures(e.g., ambulatory surgery centers, imaging centers, etc.) for sale, merger, disputes

Purchase & Sale Business Valuations

> purchase or sale of a business or business interest
> bank or SBA financing-related business valuation submissions
> financial restructuring and recapitalization
> subsidiaries, divisions for spin-off or sale
> mergers, joint ventures, other combinations
> employee stock ownership plan (ESOPs)

Other Needs

> lost profits, economic and business damages
> reasonable officer compensation in disputes with the Internal Revenue Service

Telecom Industry Business Valuations

Banister Financial's telecom division specializes in the valuation of local telephone and cable companies and other telecom and communications enterprises, as well as cloud services companies, data centers and related segments. Learn more at: telecomvalue.com

Contact Us for a Business Valuation

If you or a client has a business valuation need (or a business damages or lost profits litigation matter) involving a company, professional practice, or family limited partnership/LLC, contact George Hawkins or Michael Paschall at Banister Financial to discuss the situation, information needs and estimated costs.

George Hawkins, ASA, CFA
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Managing Director
(704) 499-9009 (direct)
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Qualifications

Michael Paschall, ASA, CFA, JD
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Managing Director
(704) 334-1625 (direct)
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Qualifications

Banister Financial, Inc

1338 Harding Place, Suite 200
Charlotte, North Carolina 28204
Phone: (704) 334-4932

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